DWM
Diversify Wealth Management’s Berkshire Hathaway Class B BRK.B Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.83M | Buy |
14,521
+1,011
| +7% | +$476K | 0.42% | 55 |
|
|
2025
Q1 | $7.22M | Sell |
13,510
-305
| -2% | -$163K | 0.54% | 39 |
|
|
2024
Q4 | $6.12M | Buy |
13,815
+3,041
| +28% | +$1.35M | 0.48% | 51 |
|
|
2024
Q3 | $4.96M | Sell |
10,774
-149
| -1% | -$68.6K | 0.48% | 49 |
|
|
2024
Q2 | $4.52M | Buy |
+10,923
| New | +$4.52M | 0.56% | 38 |
|